FAQ about Access Optimization

What does Access Optimization do?

Access Optimization allows us to set a target number for a day to auto-schedule coverage.  This can be used for providers in office, reads that a provider does, or appointments with patients that a provider can cover.

What is a Demand Target?

A Demand Target is the value that must be reached on any given day.  This can be set up either by pasting in values from a table or by entering values via recurrence pattern.  Targets can apply only to specific providers, assignments,and items or all providers, assignments, and items.

What is a Target Item?

Target Items are used to count specific times as values.  They can refer to different types of work that a provider is doing.  For example one may be for currently existing patients, one for new patients, and one for administrative tasks.  Depending on what types of tasks are being done, we can count the individual types separately.

What is a Provider Template?

Provider Templates establishes what Target Items are counted at what time during the day and at what value.  They can be created either in the interface or by pasting in values from a spreadsheet.  The spreadsheet includes time, item, and count value.  When Targets are calculated, the count value will be counted towards the Item in question when the provider is working at the time listed.

What am I setting up on Provider Configuration?

Provider Configuration assigns a Template to each provider on any given day.  Templates can be added by recurrence pattern to providers.  If a provider has multiple Templates on any given day, the assignment will be counted towards the last Template added that includes that assignment.  If assignments included in a Template overlap exactly with a previously assigned Template, then the second Template added will take precedence.

How do I display Access Optimization information on the schedule?

If Access Optimization is enabled in your department, you can display this information on NSight.  To view, click open the Views Panel and click Display Options.  Select Show Total Counts for Each Day.  Two drop downs will appear.  The second drop down includes Target information.  When selected and Refresh is clicked, the schedule will display the Target with current value on the schedule displayed as a fraction of the Target.

Why do I need to sync changes I've made to Access Optimization?

When changes to Access Optimization settings are made, these changes apply to past data and future data.  Changes to Template counting or Provider Configuration must be synced to schedule data to update the changes.  If a sync is needed, the sync button will appear with a number of changes that must be synced.  Clicking on the button will sync all the changes.

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